Managing payments directly within a registrant profile helps you maintain accurate records, streamline financial workflows, and ensure up-to-date reporting. This improves transparency for staff and provides a smoother experience for registrants.
How to access a registrants' profile?
Go to the Registration Menu
Click on the Reports tab
Click All Registrants
How do I view payment details in a registrant profile?
Open the registrant’s profile.
Click the Financials tab.
Click the Edit icon next to the payment type.
Payment details appear in the section to the right of the financial summary.
How do I add a cash payment?
Click Add transaction, then select Add cash payment.
Complete the following fields:
Account (if multiple exist)
This is a credit (checkbox)
Amount
Notes
Click Add.
The payment appears in the Payments section.
How do I add a check payment?
Click Add transaction, then select Add check payment.
Complete the following:
Account (if applicable)
This is a credit
Status: Open or Confirmed
Amount
Check date
Check number
Name on check
Notes
Click Save.
The payment appears in the Payments section.
How do I add a credit card payment?
Click Add transaction, then select Add credit card payment.
Complete the required fields:
Account (if applicable)
Type: Sale, Authorization, Credit, or Void
Amount
Card type, Card number
Expiration month/year
Name on card
Billing address, City, State, Postal code, Country
Notes
Click Save.
The payment appears in the Payments section.
How do I add a wire payment?
Click Add transaction, then select Add wire payment.
Complete the fields:
Status: Open or Confirmed
This is a credit
Amount
Reference number
First/last name
Billing address, City, State, Postal code, Country
Phone, Extension
Notes
Click Save.
The payment appears in the Payments section.
How do I add a purchase order payment?
Click Add transaction, then select Add PO payment.
Complete the fields:
Status: Open or Confirmed
This is a credit
Amount
PO number
Primary contact info: Name, address, phone, email
Notes
Click Save.
The PO payment appears in the Payments section.
How do I delete a payment?
Click the Delete icon next to a cash, check, wire, or PO payment.
For processed payments, issue a refund.
Credit card payments cannot be deleted. Use the Void option instead.
Keeping payment data up to date within registrant profiles ensures accuracy across your financial records. With flexible options to manage all payment types, you can correct errors quickly and keep financial operations running smoothly.